The client name and client details in FYI are maintained via Xero Practice Manager. Any changes are synced to FYI.
Any changes to the client name are synced from Xero Practice Manager. This includes if a name is changed completely or if there is a change such as the capitalisation used in the name (such as if JOE SMITH is changed to Joe Smith). All documents for the client will then be shown under the new client name. Each client has a unique URL used to link the client to the document and this is not displayed in FYI and cannot be changed in Xero Practice Manager.
Note: The synchronisation across from Xero Practice Manager happens overnight. If you need the change to take affect immediately in FYI, you can do a manual synchronise. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.